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#SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Presented at SharePoint Saturday Twin Cities on November 22, 2014.

Abstract:
SharePoint sites out of the box have the capability of being user-friendly, but only if they are designed and configured that way. Wendy shows you 25 simple tips and tricks that site owners or front end SharePoint developers can implement on their SharePoint sites to make them more user-friendly. From navigation best practices, to forms etiquette, to what to put on the home page, to graphics optimization, and much more - you will come away armed with a list of practical usability tips that are easy to implement, and your users will thank you.

Accompanying video demos are located here:
https://www.youtube.com/playlist?list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet

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#SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

  1. 1. 25 Usability Tips for SharePoint 2013/ SharePoint Online Sites Wendy Neal SharePoint Saturday Twin Cities November 22, 2014 @SharePointWendy http://wendy-neal.com
  2. 2. Wendy Neal Senior SharePoint Consultant McGladrey Cedar Rapids, Iowa @SharePointWendy facebook.com/wendynealblog linkedin/in/wendyneal youtube.com/sharepointwendy plus.google.com/+WendyNeal wendy.neal@outlook.com wendy-neal.com • Co-founder of SharePoint- Community.net • Writer for CMSWire.com • Co-author of Black Magic Solutions for White Hat SharePoint
  3. 3. Agenda Website usability overview 25 usability tips o Navigation o Forms Etiquette o Content o Design o Metadata Questions
  4. 4. Website usability overview Rule #1: Don’t make your users think Read this book!!
  5. 5. Usability Tips (1-6): Navigation
  6. 6. Navigation Primary navigation links should always be visible and consistent no matter where you are on the site
  7. 7. Navigation Limit the number of primary navigation links to 9 or less
  8. 8. Navigation Use function-driven navigation when possible (verbs instead of nouns)
  9. 9. Navigation You should have a link back to the home page on every page of your site
  10. 10. Navigation Hyperlinks should open in same window if going to same site, or new window if external site
  11. 11. Navigation Even though it’s tedious, be sure to test all hyperlinks on your site
  12. 12. Navigation Demo https://www.youtube.com/watch?v=xeG1u9FnrjU &list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet &index=1
  13. 13. Usability Tips (7-11): Forms Etiquette
  14. 14. Forms Etiquette Identify required fields and other validation on forms
  15. 15. Forms Etiquette Set default values on fields when it makes sense
  16. 16. Forms Etiquette Group fields logically on forms
  17. 17. Forms Etiquette Hide unnecessary form data from users
  18. 18. Forms Etiquette Let users know that their form submission was successful
  19. 19. Forms Etiquette Demo https://www.youtube.com/watch?v=GB9ZNhFL1x E&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet &index=2
  20. 20. Usability Tips (12-16): Content
  21. 21. Content Avoid too much content on the home page and landing pages
  22. 22. Content Only show relevant information to the user
  23. 23. Content Change the default views on lists to a view that is more useful
  24. 24. Content Use descriptive names for content (lists, libraries, documents, items)
  25. 25. Content Be sure to continuously add fresh content to your site
  26. 26. Content Demo https://www.youtube.com/watch?v=sqIcB7R_Doc &list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet &index=3
  27. 27. Usability Tips (17-21): Design
  28. 28. Design Your site should have a consistent look and feel across all sub sites and pages
  29. 29. Design Use good balance of images, text, and white space
  30. 30. Design Optimize all graphics to reduce page download times
  31. 31. Design Use contrasting colors in your design to improve readability
  32. 32. Design Use consistent hyperlink colors and styles
  33. 33. Design Demo https://www.youtube.com/watch?v=wLBZQ9g7J9 k&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet &index=4
  34. 34. Usability Tips (22-25): Metadata
  35. 35. Metadata Don’t use folders (unless you really need to use folders)
  36. 36. Metadata If you must use folders, be sure to set default metadata on them
  37. 37. Metadata Pay attention to what your users are searching for
  38. 38. Metadata Only index the things that you want to show up in search results
  39. 39. Metadata Demo https://www.youtube.com/watch?v=W92_xcRMm mI&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQp et&index=5
  40. 40. Questions…
  41. 41. Thank you #SPSTC sponsors!

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